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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,301 | $138,114-10.0% | $125,391-0.9% | $134,545-7.6% |
| Participation rate | 65.0% | 84.5%-19.5pp | 82.4%-17.4pp | 81.2%-16.2pp |
| Annual return | -17.99% | 750.88%-768.9pp | 572.41%-590.4pp | 418.37%-436.4pp |
| Employer contribution / active EE | $331 | $5,246-93.7% | $4,816-93.1% | $4,742-93.0% |
| Participant deferral / active EE | $4,331 | $7,801-44.5% | $7,448-41.9% | $6,401-32.3% |
| Admin fee / account holder | $2,781 | $11,570-76.0% | $10,009-72.2% | $11,431-75.7% |